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CPE for CPA Today- Understanding the Methodologies of Transfer

Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Live Webinar© NONE NONE Taxes
Experience Level Course ID CPE Credits Author
Basic  WR-134.LW 1  Arthur Werner, Anthony Rocca, Jeremy Rigsbey

CPE for CPA Today - Understanding the Methodologies of Transfer

Course Description:
Here will will focus on distribution planning, how do we transfer wealth between one individual to another individual in any conceivable way such as wills, trusts, at the time of death.

Who Should Attend: CPAs, EAs, attorneys, other tax professionals, and financial planners

Topics Covered:
Direct Transfers

Learning Objectives:
Differentiate between Direct Transfers, Trusts, Probate.
Assist your client in forming a Transfer of wealth plan

Event Properties

Event Date 02-06-2019
Event End Date 02-06-2019
Individual Price $34.50
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